MAI Capital Management
CG icon

MAI Capital Management’s Carlyle Group CG Stock Holding History

MAI Capital Management’s Portfolio CG Stock Details CG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Hold
0
– -$19.4K – 2526
2026
Q1 		– Hold
0
– – – 2812
2025
Q4 		– Hold
0
– – – 2578
2025
Q3 		– Hold
0
– – – 2426
2025
Q2 		– Hold
0
– – – 2487
2025
Q1 		– Hold
0
– – – 2542

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Capital World Investors
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Vanguard Capital Management
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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

MAI Capital Management's CG Position: Q2 2026 in Review

MAI Capital Management sold out of Carlyle Group (CG) in Q2 2026, closing a stake of 805 shares — an estimated $39K sold.

MAI Capital Management first reported a position in CG in Q4 2024 and held it in 6 quarters. The position peaked at $42.7K in Q4 2024. 588 funds tracked by Wall St. Rank hold CG as of Q2 2026.

  • MAI Capital Management reported no remaining Carlyle Group position as of Q2 2026 after selling out during the quarter.
  • MAI Capital Management sold 805 Carlyle Group shares in Q2 2026, an estimated $39K.
  • MAI Capital Management first reported a position in Carlyle Group in Q4 2024 and held it in 6 quarters.
  • MAI Capital Management's Carlyle Group position peaked at $42.7K in Q4 2024.
  • 588 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.